See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,254 | $105,181-76.0% | $159,436-84.2% | $85,850-70.6% |
| Participation rate | 44.9% | 75.8%-30.9pp | 82.8%-37.9pp | 69.3%-24.4pp |
| Annual return | 16.85% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,383 | $3,318-58.3% | $4,829-71.4% | $2,565-46.1% |
| Participant deferral / active EE | $2,837 | $5,945-52.3% | $7,352-61.4% | $3,952-28.2% |
| Admin fee / account holder | $425 | $6,933-93.9% | $10,799-96.1% | $6,260-93.2% |